Ivc Wealth Advisors LLC (Silverdale)

Ivc Wealth Advisors LLC is a large advisory firm based in Silverdale. It manages $154.92 million of regulatory assets for 574 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Pennsylvania.

Ivc Wealth Advisors provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ivc Wealth Advisors: assets under management

The assets under management (AUM) of Ivc Wealth Advisors LLC is $154.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $154.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $269.9 thousand each.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ivc Wealth Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ivc Wealth Advisors serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Ivc Wealth Advisors is high net worth individuals with 42 clients and $78.44 million of assets under management. Among the 7 most similar advisory firms, Ivc Wealth Advisors has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $154.92 million for 257 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Ivc Wealth Advisors doesn't advise any private funds.

Careers at Ivc Wealth Advisors LLC

The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David William Gotwals	Vice president & chief compliance officer	1 Aug 2014	Other	3128231
Eric Vaughn Landes	President & mayor	1 Aug 2014	50% - 75%	4418250
Ronald Jack Joyce	Vice president & treasurer	1 Aug 2014	Other	3273971
Paul Joseph Mccolgan	Chief compliance officer	1 Aug 2019	Other	2868491

Based in Silverdale

The principal office where Ivc Wealth Advisors LLC performs its advisory services is located at 163 E. Main Street, Silverdale, PA 18962, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (215)-392-6631 or by fax (215)-253-5262. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.